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MDU Resources

341 hedge funds and large institutions have $3.92B invested in MDU Resources in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 122 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,942% more call options, than puts

Call options by funds: $6.04M | Put options by funds: $296K

10% more capital invested

Capital invested by funds: $3.58B → $3.92B (+$341M)

1% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 121

0.28% more ownership

Funds ownership: 183.24%183.52% (+0.28%)

3% less funds holding

Funds holding: 350341 (-9)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
341
Holders Change
-9
Holders Change %
-2.57%
% of All Funds
7.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
122
Reduced
121
Closed
35
Calls
$6.04M
Puts
$296K
Net Calls
+$5.75M
Net Calls Change
+$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$585M +$11.6M +1,132,415 +2%
BlackRock
2
BlackRock
New York
$571M -$26.1M -2,559,281 -5%
State Street
3
State Street
Massachusetts
$430M -$3.89M -380,929 -0.9%
First Trust Advisors
4
First Trust Advisors
Illinois
$94.9M +$1.01M +98,852 +1%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$90.7M +$10.8M +1,056,940 +14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$86M +$2.52M +247,004 +3%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$84.6M +$13.4M +1,314,942 +20%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$82.1M -$3.13M -306,679 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$80.1M -$2.62M -256,243 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$79.5M -$4.58M -448,829 -6%
Norges Bank
11
Norges Bank
Norway
$71.5M
Invesco
12
Invesco
Georgia
$70.7M +$3.43M +336,228 +5%
Parnassus Investments
13
Parnassus Investments
California
$63.3M +$4.67M +457,156 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$58.6M +$877K +85,921 +2%
US Bancorp
15
US Bancorp
Minnesota
$57.3M -$300K -29,397 -0.5%
FCM
16
Frontier Capital Management
Massachusetts
$52.4M -$6.28M -614,909 -11%
Prudential Financial
17
Prudential Financial
New Jersey
$51.8M +$4.14M +405,812 +9%
Federated Hermes
18
Federated Hermes
Pennsylvania
$46.4M -$2.02M -198,280 -4%
Northern Trust
19
Northern Trust
Illinois
$43.5M -$830K -81,255 -2%
ORIO
20
Old Republic International (ORI)
Illinois
$38M -$2.03M -198,556 -5%
Wells Fargo
21
Wells Fargo
California
$36.4M +$4.7M +459,946 +16%
Charles Schwab
22
Charles Schwab
California
$35.9M +$1.52M +149,060 +5%
Millennium Management
23
Millennium Management
New York
$35.8M +$19.1M +1,871,610 +127%
Renaissance Technologies
24
Renaissance Technologies
New York
$33.5M +$6.63M +649,700 +26%
N
25
Nuveen
North Carolina
$32.4M -$13.1M -1,282,834 -30%

MDU Hedge Fund Activity: Q3 2019 in Review

341 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2019, worth a combined $3.92B — up 9.5% from $3.58B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of MDU and 26 opened new positions — a net loss of 9 holders — while 121 trimmed existing stakes and 122 added.

The largest buyer was Millennium Management, adding an estimated $19.1M. The largest seller was BlackRock, cutting an estimated $26.1M.

  • 341 institutional investors held MDU Resources (MDU) as of Q3 2019, down from 350 in Q2 2019.
  • Funds reported $3.92B of MDU Resources stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 26 funds opened new MDU Resources positions in Q3 2019 and 35 closed out, a net change of -9 holders.
  • The largest MDU Resources buyer in Q3 2019 was Millennium Management, an estimated $19.1M added.
  • The largest MDU Resources seller in Q3 2019 was BlackRock, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2019.